Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Phillip Gross is an active investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Mark has been in the industry since 2003 and has experience working for other firms including Woodbury Financial Services, Inc. and FSC Securities Corporation. Mark has passed the Series 66, Series 53, Series 24, Series 52TO, Series 99TO, SIE, and Series 7 exams. Mark specializes in providing financial planning services to individuals, businesses, and pension and profit-sharing plans. Mark also provides educational seminars and helps clients select other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/05/2010 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
12/06/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/09/2003 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/23/2007 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 03/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Gross is the right advisor for you? Invested Better is here to help.
